Financial Adviser

Skipton Building Society; Bournemouth; Hybrid; GBP 34,000 - 46,000; Full time

Benefits offered by this job

Annual discretionary bonus

25 days leave + BH + 1 day per year up

Employer pension matching up to 10%

Private medical insurance

Discounted Skipton products

Flexible working

Cycle-to-work

Wellbeing app

Home and Tech vouchers

Job summary

Skipton Building Society is seeking a Financial Adviser in the Bournemouth region. The role involves providing regulated financial advice on pensions and investments, building trusted relationships, and guiding customers toward informed decisions.

You will work within a supportive Money/Financial Advice team with strong referral networks. You’ll need a Level 4 Diploma in financial planning, regulatory knowledge, and a customer-centric/clear communication style to balance commercial goals with

Qualifications

• Experience providing regulated financial advice across pensions and investments.
• Strong knowledge of financial services regulation and risk management.
• Ability to explain complex information in a simple way.

Responsibilities

• Building trusted relationships with new and existing customers and exploring financial goals.
• Providing personalised advice across pensions and investments with a focus on good outcomes.
• Conducting meaningful conversations about circumstances and future plans.
• Maintaining high standards of compliance and risk management in all interactions.
• Balancing commercial objectives with fair, suitable outcomes.

Skills

Relationship building

Financial advice

Regulatory knowledge

Communication

Customer conversations

Education

Diploma in financial planning

Job description

Hours

35 Hours per week, initially remote, but will need to be in the Bournemouth region

Hours

35 Hours per week, initially remote, but will need to be in the Bournemouth region

Salary

£39,750 Per Annum

Closing Date

Fri, 28 Aug 2026

Please note that, due to the future requirements of the role, you'll need to be based within the Bournemouth region. Salary will be determined based on skills and experience.

As a Financial Adviser at Skipton, you’ll help customers feel more confident about their financial future. You’ll build trusted relationships, take time to understand what matters to each customer, and provide personalised advice across investments and pensions.

This is a great opportunity to join a supportive Financial Advice team, with quality referrals from our branch colleagues and head office teams. That means you can focus on what you do best: giving clear, expert advice and helping customers make informed decisions about their life ahead.

You’ll bring strong financial services experience, detailed regulatory knowledge and a Diploma qualification. Just as importantly, you’ll know how to balance commercial focus with doing the right thing for customers, supported by clear risk management and quality standards.

At Skipton, we're founded on fairness. We exist to do right by our members - and we believe that starts with doing right by our people. So whoe ver you are and whatever you bring, there's a place for you here and a genuine plan for where you go next.

What You’ll Do

We’re here to make our members’ money work harder. But it takes more than one kind of role to make that happen. Across our Money team, you’ll find people supporting savings, investments and financial advice, alongside the teams behind the scenes who keep things moving, spot what could work better, and help turn good ideas into practical change.

Your Key Responsibilities Will Include

• Building trusted relationships with new and existing customers, helping them explore their financial goals, needs and priorities
• Providing personalised advice across pensions and investments, with a clear focus on good customer outcomes
• Holding meaningful customer conversations that explore their circumstances, preferences and future plans.
• Maintaining high standards of quality, compliance and risk management in every customer interaction
• Using your commercial focus to support business objectives while making sure advice remains fair, suitable and customer-led

What You’ll Need

• A Level 4 Diploma qualification in financial planning or regulated financial advice
• Experience providing regulated financial advice, ideally across pensions and investments
• Strong knowledge of financial services regulation, quality standards and risk management
• Experience having detailed customer conversations about financial goals, personal circumstances, preferences and future plans
• A clear customer focus, with the judgement to balance commercial objectives with fair and suitable outcomes
• A confident, clear and supportive communication style, with the ability to explain complex information in a simple way
• Flexibility to work from home and, where needed, from a local branch or Skipton head office

What’s In It For You

Your work matters.

And the way we reward you matters, too.

At Skipton, we offer pay and benefits that really do make life better, together with a genuine thank you for making a difference.

• Annual discretionary bonus scheme
• 25 days standard annual leave + bank holidays + rising 1 day per year of service to a max of 30 days
• Matching employer pension contribution (up to 10% per annum)
• Colleague Mortgages and access to Skipton products and services at discounted rates
• Flexible working to help balance your commitments
• Private medical insurance, health and wellbeing app, volunteering opportunities, cycle-to-work scheme, discounted gym memberships
• Lifestyle perks such as a Home and Tech voucher, which can be used at John Lewis, Currys, and IKEA

We’re here to make life better for our members.

About Skipton.

Our story began in 1853 in Skipton, North Yorkshire. Today, you’ll find us across England and Scotland, from Aberdeen to Plymouth.

We help over a million members put down roots, save for what matters, and feel good about their money. As a mutual, they own us, so everything we do is for them. You'll feel that same fairness and purpose in how all 2,500 of our colleagues work together, too

It all means that life at Skipton is more exciting than you imagine.

What It's Like To Work Here

Life at Skipton

We talk and we listen to each other. And we make decisions as a team. That way, you get all the support you need to do work that works for everyone.

At Skipton we value work life balance and are proud to support hybrid and flexible working. This opportunity is for 35 hours per week, Monday to Friday, initially remote vacancy with the need to be in the Bournemouth region for future coverage.

We also value what everyone brings to Skipton. And we create a fair place where you can be yourself. Our colleague networks play a big role in this. They connect people with similar life experiences and make our workplace warm, friendly, inclusive and welcoming.

It’s not just our members who are important to us.

You are, too.

Lots of organisations talk about wellbeing, but they don’t always back it up. As a mutual, we put people first. And that includes the people who work here. So, when we say we care about your wellbeing, we mean it.

Wellbeing isn't just one thing. It’s about feeling good, having energy, and being able to be yourself and perform at your best. That’s why we offer help for your mental and physical health across five key areas.

What’s more, it’s help that you can actually use too - not just read about.